OUR PROCESS

We focus on you !

Finding the right solution for your personal or business goals requires us to pay attention to the circumstances of your unique situation. Our six-step process is designed to ensure you get on course and remain on course to achieving your goals.

1. Identify

Before we recommend any product or service, ask questions and get to know you and your unique situation and goals.

2. Gather Information

Once we have a clear understanding of your goals, we gather documents and other information to work out what assets and liabilities you have before giving advice

3. Analyze

After we gather information we then analyze your portfolio and policies to create our custom financial plan which is your road map to achieving your goals

4. Present Custom Plan

After analyzing, we present your custom goal-based plan which will allow you to make informed decisions.

5. Implement

After we gather information we then analyze your portfolio and policies to create our custom financial plan which is your road map to achieving your goals

6. Accountability

After analyzing, we present your custom goal-based plan which will allow you to make informed decisions.

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We, together with our licensors, own and control all the copyright and other intellectual property rights in our website, as well as the applications, registrations, and all other material on our website. All the copyright and other intellectual property rights in our website and all materials on our website are reserved. Copyright (c) 2019 United Financial Consultants.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. UFC 4 Wealth is independently owned and operated. Please go to http://www.mfin.com/DisclosureStatement.html for further details regarding this relationship. Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to de M Securities; Client Relationship summary Form (CRS) by navigating to https://www.mfin.com/m-securities